Forum

One of the core beliefs of 1st Global is that thought leadership is critical to CPA firm growth and success. The firms that affiliate with 1st Global rely upon the progressive ongoing education that is derived from the primary research we perform on the accounting and financial services industries. The following articles have been published in leading accounting and investment journals. We encourage you to weigh in on the articles and interviews posted here. We want to hear your voice!

The home office team at 1st Global supports our CPA financial advisors in so many ways during the busy Tax Season that it’s hard to quantify. Here’s a glimpse of home office successes in support of our affiliated firms during the 2015 Tax Season. (more)

Connection and consistency are critical in branding. Let's explore the best practices of how professional services firms use the concepts of connection and consistency to adopt more effective logo design. (more)

Goals are the milestones that navigate us through our personal, professional and financial lives. Goals motivate us to focus on progression, the future and keep us on track when unexpected events and opportunities inevitably arise. (more)

Firms that are able to meaningfully and concisely vocalize their “why,” develop a deeper purpose for why they exist. Ultimately, these firms are able to leverage their reputation as a service brand to deliver an experience that translates into a unique client relationship. (more)

The right wealth management assistant can often hold the key to success for a wealth management firm. Finding the right assistant to play this role at your firm doesn’t have to be a daunting task. By identifying the skills and qualities your firm is looking for early on, you can pinpoint the perfect fit for your firm, creating a better experience for both you and the assistant. (more)

Personal financial planning is many important things. Recently, my wife Vicki and I sat down to discuss the powerful role financial planning plays in our lives and how it truly is a philosophy for living. (more)

While premium factors can increase the overall value of an advisory firm, characteristics that may impact future growth can cut its value significantly. Called discount factors, these are business conditions, such as a top-heavy client base or lack of diversified services, that make the business less attractive to a potential buyer. (more)

Do you know what your wealth management firm is really worth? Believe it or not, many owners of financial advisory practices don’t know what their firm is really worth and, in fact, many believe it is worth more than it actually is. (more)

Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.